TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$4.11M
3
+$3.76M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.06M
5
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$1.67M

Top Sells

1
+$2.86M
2
+$1.96M
3
+$1.82M
4
MBB icon
iShares MBS ETF
MBB
+$1.78M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.05M

Sector Composition

1 Financials 2.36%
2 Technology 2.18%
3 Industrials 0.92%
4 Consumer Discretionary 0.45%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$73 ﹤0.01%
+1
1427
$73 ﹤0.01%
+1
1428
$73 ﹤0.01%
1,000
1429
$73 ﹤0.01%
+1
1430
$73 ﹤0.01%
+1
1431
$73 ﹤0.01%
+3
1432
$72 ﹤0.01%
+1
1433
$72 ﹤0.01%
+1
1434
$71 ﹤0.01%
+1
1435
$71 ﹤0.01%
+1
1436
$71 ﹤0.01%
+1
1437
$70 ﹤0.01%
+1
1438
$70 ﹤0.01%
+3
1439
$70 ﹤0.01%
+1
1440
$70 ﹤0.01%
+1
1441
$70 ﹤0.01%
+1
1442
$69 ﹤0.01%
+2
1443
$69 ﹤0.01%
+2
1444
$67 ﹤0.01%
+1
1445
$67 ﹤0.01%
+2
1446
$67 ﹤0.01%
5
1447
$66 ﹤0.01%
+3
1448
$65 ﹤0.01%
+1
1449
$65 ﹤0.01%
+1
1450
$65 ﹤0.01%
+1
56 57
58
59 60